Financial Education

Spring

Summer

• Canadian Mortgage Insurance - WHAT YOU NEED TO KNOW
  

• Why You Shouldn't Buy Your Mortgage Insurance From the Bank - CTV New
  

• Mortgage Insurance - Not Always a Sure Thing - CBC Marketplace
  

• Five Reasons to be Nice to your Insurance Agent - Globe & Mail - July 2009
  

• Borrowing to Invest - Talbot Stevens
  

• The Pros of Permanent Life Insurance - Globe & Mail - Aug 2009
  

• Tips on Choosing the Right Insurance - Globe & Mail - July 2009
  

• What YOU Need to Know About Primerica
  

• 5 Reasons Why NOT to Buy Primerica Life Insurance
  

• Hot Dog! Manulife's Advantage Account gives you the works
  

Winter

• New LIRA Unlocking Rules - Autumn View  - Nov 2008
  

• Borrowing to Invest - Tax Advantages - Manulife
  

• Conservative Leverage Less Risky than No Leverage - Talbot Stevens
  

• A Case for Leveraging - Standard Life
  

• The Power of Dividends - Empire Life - 2009
  

• Benefits of Segregated Funds vs Mutual Funds - Senior's Review - Jan 2004
  

• Ten Steps Ahead of the Tax Man - Silver & Gold Magazine - Sept 2008
  

• Preparing for Markets Ahead - Solutions Magazine - Fall 2009
  

• Time Magazine Covers - 30 Years in the Stock Market
  

• Guide To Segregated Funds - CLHIA
  

• Emotional Investing - When bad things happen to good portfolio's
  

• The Pension Decision - To Commute or Not To Commute?
  

• RDSP Info - The New Registered Disability Savings Plan
  

• Manulife's IncomePlus - Client Brochure
  

• RRSP vs Mortgage Calculator
  

• Retirement . . . Can we Manage? - Silver & Gold Magazine - Jan 2008
  

• Interest Income to Pension Income
  

• Segregated Fund Advantage - Manulife
  

• Segregated Fund Taxation - Empire Life
  

• Investor Protection - CDIC vs Assuris
  

• Guaranteed Minimum Withdrawal Benefit Plans - GMWB's
  

• IncomePlus - RRIF Income Guaranteed for Life
  

• Market Value Adjustment Calculation - Early GIC Redemption
  

• Power of Attorney - What You Need to Know - S.A.L.T. Presentation Nov 2009
  

• ManulifeOne for your Retirement
  

• Pension Income Splitting Tips - Jamie Golombek
  

• Cottage Time - Capital Gains Nightmare? - Silver & Gold - Fall 2007
  

• What is Probate & Can I Avoid it?  -  Silver & Gold - Sept 2011
  

• Probate Legislation Update  -  Silver & Gold - Nov 2011
  

• Things to Consider When Appointing an Executor - The Senior's Review
  

• Wealth Transfer Mistakes - Solutions Magazine
  

• Wills 101 - Manulife TRS
  

• The Estate Bond - Maximizing your Estate While Reducing Taxes
  

• Charitable Giving Solutions
  

Autumn

This page was last updated: January 17, 2012

RRSP, GIC, TFSA, LIRA, CBC Marketplace report, Mortgage Insurance, Dividends, GMWB, Income for Life, Burlington On, RRSP, GIC, TFSA, LIRA, CBC Marketplace report, Mortgage Insurance, Dividends, GMWB, Income for Life, Burlington On

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